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Chao Liu

  • Financial Security Advisor

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:

  • Availability
  • Competency
  • Integrity
  • Respect

Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.

I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.

I have decided to associate myself with SFL Partner of Desjardins Financial Security, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, SFL and its counterpart outside of Quebec Desjardins Financial Security Independent Network have over 1,500 partner representatives and more than 40 financial centres and sub-branches from coast to coast

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:

  • • Availability
  • • Competency
  • • Integrity
  • • Respect

Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.

I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.

I have decided to associate myself with SFL Partner of Desjardins Financial Security, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, SFL and its counterpart outside of Quebec Desjardins Financial Security Independent Network have over 1,500 partner representatives and more than 40 financial centres and sub-branches from coast to coast

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

1600 Henri-Bourassa Blvd W., Suite 300
Montréal (QUébec) H3M 3E2
Tel.: 514-333-9093 ext. 237 | Fax: 514-333-7869
Toll free: 1-877-333-9093 | Cell: 514-961-7258
chaocharlie.liu@sfl.qc.ca

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.